IW
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Imprint Wealth’s General Dynamics GD Stock Holding History

Imprint Wealth’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.06M Buy
3,638
+626
+21% +$167K 0.26% 88
2023
Q4 		$782K Sell
3,012
-12
-0.4% -$2.93K 0.63% 47
2023
Q3 		$668K Sell
3,024
-62
-2% -$13.7K 0.57% 55
2023
Q2 		$664K Sell
3,086
-106
-3% -$22.9K 0.42% 67
2023
Q1 		$728K Buy
+3,192
New +$738K 0.48% 59

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Imprint Wealth's GD Position: Q1 2024 in Review

Imprint Wealth increased its General Dynamics (GD) stake by 21% in Q1 2024, buying an estimated $167K and bringing the position to 3,638 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #88.

Imprint Wealth first reported a position in GD in Q1 2023 and has held it in 5 quarters since. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Imprint Wealth held 3,638 shares of General Dynamics worth $1.06M as of Q1 2024.
  • Imprint Wealth bought 626 General Dynamics shares in Q1 2024, an estimated $167K.
  • General Dynamics made up 0.26% of Imprint Wealth's portfolio in Q1 2024, its #88 holding.
  • Imprint Wealth first reported a position in General Dynamics in Q1 2023 and has held it in 5 quarters since.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.